You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
From a user: I installed Action Plans v3 and I have been creating some templates and this is all pretty cool!
A big shortcoming for us is that I can’t add the “Notes and Attachments” related list to the Action Plan custom object after it is initially created.
Is there a reason that you don’t want Notes and Attachments on an Action Plan?
Could you create a Package that has this one change or describe how I can re-install to get this enabled?
We need to attach the Fax or Email that triggered the Action Plan instantiation. Being able to add Notes about the overall Action Plan would be useful too.
From a user: I installed Action Plans v3 and I have been creating some templates and this is all pretty cool!
A big shortcoming for us is that I can’t add the “Notes and Attachments” related list to the Action Plan custom object after it is initially created.
Is there a reason that you don’t want Notes and Attachments on an Action Plan?
Could you create a Package that has this one change or describe how I can re-install to get this enabled?
We need to attach the Fax or Email that triggered the Action Plan instantiation. Being able to add Notes about the overall Action Plan would be useful too.